2019 REGIONAL CONFERENCE OF MBAS
  • Program
    • Residential Lending Program
    • Commercial Program
  • Exhibit
    • Commercial Exhibit
    • Residential Exhibit
  • Sponsor
    • Residential Conference Sponsorship Opportunities
    • Commercial Conference Sponsorship Opportunities
  • Register
    • Residential Attendee Registration
    • Commercial Attendee Registration
    • Combination Residential/Commercial Attendee Registration
  • Who to Contact
  • Advertising
Picture

Commercial Program

Printable .pdf version of Program
Sunday, April 7, 2019
7:00 p.m. - 9:00 p.m.
​
Opening Networking Cocktail Reception
​Sponsored By: Merritt Environmental Consulting Corp.
Picture
Monday, April 8, 2019
9:00 a.m. - 9:15 a.m.
​Welcome/Introductions
Picture
Levy
E. Robert Levy, Esq.
Conference Chairman; Executive Director, MBA-NJ
Picture
Kauffman
Charles H. Kauffman, Jr., CMB
President, C.H. Kauffman & Associates, Inc., Commercial Planning Committee
9:15 a.m. - 10:30 a.m.
Economic Outlook for 2019 & Beyond
Picture
Jodka
Speaker:
Aaron Jodka
Director of Research Boston, Regional Research Ambassador, Northeast, Colliers International


10:45 a.m. - 12:00 p.m.
State of the Commercial Real Estate Market
A review & analysis of the current state of the commercial real estate market.
Picture
Orrico
John G. Orrico (Invited)
President, National Realty & Development Corp.
12:00 p.m. - 1:30 p.m.
​Lunch with Speaker
A great luncheon with a speaker presentation.
Picture
Spengler
Richard Spengler
Executive Vice President, Chief Lending Officer, Investors Bank
1:30 p.m. - 2:45 p.m.
Seizing The Opportunity: Opportunity Zones 101

Opportunity Zones are designed to spur economic development in low-income communities nationwide by providing tax benefits to investors. All of the underlying incentives relate to the tax treatment of capital gains, and all are tied to the longevity of an investor’s stake in a qualified Opportunity Fund, providing the most upside to those who hold their investment for 10 years or more.
This panel will help potential investors understand how the program works, identify neighborhoods that qualify and locate assets within the designated areas in need of investment.

Topics:
  • Opportunity Zone Regulations
  • ​Market Trends
  • Cities/neighborhoods to watch
  • ​Practical implementations
  • Challenges/risks
  • ​​Forecast: potential changes to regulations
Moderator:
Picture
Procida
  • Billy Procida
    ​President/CEO, Procida Funding & Advisors
Panelists:
Picture
Blumenfeld
  • Eric Blumenfeld 
    President, EB Realty Management Corp
Picture
Diaz
  • Bozena (Bonnie) M. Diaz, Esq.
    Counsel, CSG Attorneys at Law
Picture
Fitzpatrick
  • Michael F. Fitzpatrick
    Partner, Baker Tilly; Executive Vice President and Principal, Baker Tilly Capital, LLC
Picture
Rinder
  • Henry Rinder
    CPA, ABV, CFF, CFE, CGMA; Member of the Firm, Smolin Lupin
Picture
Sanders
  • Adam R. Sanders, Esq.
    Member, Rosenberg & Estis, P.C.
Picture
Shemesh
  • Jesse Shemesh
    Portfolio Manager, Point Acquisitions LLC
2:45 p.m. - 3:00 p.m.
Cost Segregation
Using this IRS recommended approach to fuel the  Commercial Real Estate Engine
Picture
Malik
  • Rohit Malik
    Owner, Business Anatomy
3:00 p.m. - 4:15 p.m.
EB-5 Panel
EB-5 & Citizenship by Investment or EB-5/A detailed discussion of the current EB-5 program and the future of the continued use of EB-5 financing for commercial real estate.
Hosted by:
  • Anthony Kazazis 
    Director, NYC Network Group
Moderator:
Picture
Shah
  • Mona Shah, Esq.
    Corporate Immigration Attorney (specializing in EB-5 and other global programs), ​Mona Shah & Associates, Global
Panelists:
Picture
Booth
  • Richard Booth
    Vice President, High Risk Accounts and EB-5 Compliance Officer, Signature Bank
Picture
Goforth
  • Aaron Goforth
    ​Principal, Baker Tilly Virchow Krause, LLP
Picture
La Mattina
  • Glenn A. La Mattina
    Sr. Vice President of International Project Development, NRIA (National Realty Investment Advisors) www.nria.net
Picture
McKeon
  • Maria McKeon
    ​
    Financial Advisor, Morgan Stanley Smith Barney LLC
Picture
Singh
  • Rebecca S. Singh, Esq.​
    ​
    Corporate Immigration Attorney (specializing in EB-5 and other global programs), ​Mona Shah & Associates, Global
Picture
Orenstein
  • Eric S. Orenstein, Esq.
    Member, Rosenberg & Estis, P.C.
Picture
Turner
  • Clem G. Turner, Esq.
    ​Member, Corporate & Securities Group; Head of Alternative Capital Practice, CSG Attorneys at Law
6:00 p.m. - 8:00 p.m.
​Second Commercial Networking Cocktail Reception
Tuesday, April 9, 2019
7:30 a.m. - 9:00 a.m.
Continental Breakfast

9:00 a.m. - 10:00 a.m.
Are New Lenders Really Lenders?
Traditional players in real estate equity - owners and developers - have become active in providing debt capital in active competition with traditional institutional lenders. Is this a new normal? What's motivating theses participants?  
Moderator
Picture
Longua
Lawrence J. Longua
​
Chairman of the Industry Outreach Committee of the newly formed Fordham Real Estate Institute at Lincoln, Baruch College, NYC
Panelist
Picture
Linnick
Shari D. Linnick
​
Vice President, Trepp LLC
10:00 a.m. - 11:45 a.m.
​Traditional Lenders Panel
The lenders are back with money to lend. Hear their insights and perspectives on how transactions are getting structured today, current lending programs available and their forecasts for 2019. The bankers will be in the house on Tuesday morning, will you?
Moderator:
Picture
Shapiro
Ronald M. Shapiro
Assistant Professor of Professional Practice, Finance & Economic Departments, Rutgers Business School – Newark and New Brunswick, Rutgers the State University of New Jersey
Panelists:
Picture
Gregory
Stephen Gregory
​Vice President, Commercial Real Estate, Republic Bank
Picture
McHenry
Ellen McHenry
Senior Director of Financial Programs, UCEDC
Picture
Pagano
John J. Pagano
Vice President - Commercial Lending, Lakeland Bank
Picture
Rand
Peter Rand
Senior Vice President and Senior Banker, KeyBank Real Estate Capital
Charles Ruffin
Sales Manager, Emigrant Mortgage Company
Picture
Skala
William Skala
Vice President, Senior Loan Officer, TD Bank
Picture
Staton
Michael K. Staton
Vice President, Mortgage Officer, The Community Preservation Corp.
Picture
Wood
Ken Wood
North East Regional Director, Money360
12:00 p.m. - 2:00 p.m.
​Exhibit Hall with Lunch
(Get Your Exhibit Booth Today!)

Meet our exhibitors and enjoy a delicious lunch in the exhibit area.

12:30 p.m. - 2:00 p.m.
Lunch in Exhibit Hall

2:00 p.m.
​Commercial Conference Ends
7:00 p.m. - 9:00 p.m.
​Opening Networking Cocktail Reception in the Exhibit Hall
(Commercial Attendees are invited to attend)
Commercial Conference Sponsorship Opportunities
Commercial Conference Exhibit Information
Proudly powered by Weebly
  • Program
    • Residential Lending Program
    • Commercial Program
  • Exhibit
    • Commercial Exhibit
    • Residential Exhibit
  • Sponsor
    • Residential Conference Sponsorship Opportunities
    • Commercial Conference Sponsorship Opportunities
  • Register
    • Residential Attendee Registration
    • Commercial Attendee Registration
    • Combination Residential/Commercial Attendee Registration
  • Who to Contact
  • Advertising